I find purpose helping families work through life events and financial decisions, so they have confidence in their future. This is accomplished by asking questions to help identify your purpose — your “why” — and gaining a deep understanding of what’s most important to you. We work with clients across more than 30 states including:
- People who are striving to retire early and looking for tax-sen
sitive solutions
- High net worth families with complex financial needs
- Retirees who want to continue to build and pass on their wealth
- Small and medium-sized business owners
- People in life transitions, such as a death of a loved one, divorce, disposition of property
- Foundations and nonprofit organizations
I was born in Providence, Rhode Island, but have lived in Central Florida since 1988. I graduated from the University of Central Florida with a bachelor's degree in finance. After college, I felt a calling and joined the United States Air Force Reserves to serve a higher purpose. Throughout my Air Force career, I was able to travel the world, meet absolutely incredible people and help those in need. I was awarded the Air Force Commendation Medal for direct actions in Operation Enduring Freedom. I strive for excellence in the service and advice I provide to my clients. I maintain multiple certifications, including the CERTIFIED FINANCIAL PLANNER® certification and the Accredited Asset Management Specialist™ designation. My team and I take pride in providing guidance that is straightforward, common-sense and easy to understand. We recognize that no two situations are the same and embrace the complexities that require a broad range of experience. We have developed and refined our process to put all the financial pieces of the puzzle together. Together, we have over 30 years of industry experience and are dedicated to providing the highest level of service possible
